Meet the Team

At Elevated Wealth, we have the client—and only the client—in mind.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We surround our clients with collaborative problem solvers.

Introducing your team, including strategic partners, who elevate your experience for you and your loved ones.

Founder

Chamie Townsend, CFP®, AAMS™, CRPC™

FINANCIAL PLANNER | FOUNDER & CEO

(614) 944-5751

chamie@myelevatedwealth.com

Additional Team Members

Carol Whatley

CLIENT RELATIONSHIP MANAGER

614-944-5751

Carol@myelevatedwealth.com

Kim Pegg

SENIOR OPERATIONS ASSOCIATE*

Investment Committee

Arild Holm CFA

INVESTMENT COMMITTEE MEMBER*

James Wessels, CPA/PFS, CFA

INVESTMENT COMMITTEE MEMBER*

Jared Sutton, CFA, CFP®

INVESTMENT COMMITTEE MEMBER*

Sean Phillips, CFA

INVESTMENT COMMITTEE MEMBER*

Subject Matter Experts

Andrew Jensen

RISK MANGEMENT SOLUTIONS*

Ashlynn Pecinovsky CPA

TAX CONSULTANT*

Cindy Vandenburg

SENIOR INSURANCE SOLUTIONS SPECIALIST*

Emily Tripp

FINANCIAL PLANNING ASSOCIATE*

Eric Johnson JD, CPA, CLU, ChFC

TRUST, ESTATE, BUSINESS & TAX PLANNING*

Matt Boehnke, CFP®

DIRECTOR OF FINANCIAL PLANNING*

Rob Edwards

RETIREMENT PLAN SERVICES*

Wendy Lilly CPFA®

RETIREMENT PLAN SERVICES*

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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